The Spiess McGlade Team


The Spiess McGlade Team

A sound approach for your future

The Spiess McGlade Team helps you achieve peace of mind by providing trusted advice and designing personalized solutions to help you meet your financial goals.

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Carl Spiess & Allan McGlade Allan McGlade Carl Spiess


Carl Spiess & Allan McGlade

Experience and Professionalism

With over 40 years combined experience managing clients' assets, Carl & Allan are well positioned to provide a full range of financial and estate planning services.

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300th Issue of the Managed Money Rerporter


300th Issue of the Managed Money Rerporter

300 issues and 25 years of investment news

We look forward to continuing to provide you with news and updates about Canadian financial planning and investment topics of interest in the years to come.

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Managed Money Reporter Newsletter

Editors Carl Spiess and Allan McGlade
Canada's longest running managed money investment newsletter

300th Issue of the Managed Money Reporter

Issue 300

300th Issue of the Managed Money Reporter
We are excited to share the 300th issue of our Managed Money Reporter newsletter. Read article.

Canadian Dollar and Rising Interest Rates
The largest impact of the Bank of Canada raising interest rates to 3/4% on July 12th was the swift rise of the Canadian dollar. Read article.

Recommended Investment List
ScotiaMcLeod's recommended fund listing is an extensive document outlining the firm's best investment ideas. Read article.

Summer Movie Suggestion – Becoming Warren Buffett
The film "Becoming Warren Buffet" tells the incredible story of the world's most successful investor. Read article.

Light Summer Reading – Retirement 20/20
Fidelity's 2018 Retirement 20/20 report is full of interesting facts for those planning for retirement, or those already enjoying retirement. Read article.

Updated Fee Schedule & the Move to T+2 Settlement
ScotiaMcLeod's fee schedule has been updated as of June 30th and all Canadian brokerage firms will be moving to T+2 transaction settlement as of Sept 5th. Read article.

Team News - BBQ Photo
Our team held our annual family BBQ on a wonderfully sunny summer Saturday! Read article.

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T.  416.863.RRSP (7777)
F.  416.863.7479

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.